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Automatic Data Processing

1,749 hedge funds and large institutions have $66.9B invested in Automatic Data Processing in 2021 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 624 increasing their positions, 653 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 74

0% less capital invested

Capital invested by funds: $66.9B → $66.9B (-$49M)

0% less funds holding

Funds holding: 1,7511,749 (-2)

0.41% less ownership

Funds ownership: 79.81%79.4% (-0.41%)

4% less repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 653

5% less funds holding in top 10

Funds holding in top 10: 6360 (-3)

28% less call options, than puts

Call options by funds: $320M | Put options by funds: $443M

Holders
1,749
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
30.61%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
1.05%
New
91
Increased
624
Reduced
653
Closed
74
Calls
$320M
Puts
$443M
Net Calls
-$123M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
651
Kovitz Investment Group Partners
Illinois
$2.79M -$74.4K -361 -3%
MWM
652
Mattern Wealth Management
Kansas
$2.78M -$45.3K -220 -2%
FPB
653
First PREMIER Bank
South Dakota
$2.78M -$14.8K -72 -0.5%
CI
654
Ceera Investments
Texas
$2.78M
RC
655
Roundview Capital
New Jersey
$2.77M +$108K +525 +4%
CIM
656
CCLA Investment Management
United Kingdom
$2.77M
Federated Hermes
657
Federated Hermes
Pennsylvania
$2.76M +$1.44M +6,996 +103%
MWP
658
MYCIO Wealth Partners
Pennsylvania
$2.76M +$2.85M +13,813 New
AAM
659
Aureus Asset Management
Massachusetts
$2.76M -$252K -1,223 -8%
HA
660
Hamel Associates
New Jersey
$2.76M -$134K -650 -4%
BU
661
BBVA USA
Alabama
$2.73M -$145K -705 -5%
BP
662
Ballentine Partners
Massachusetts
$2.72M +$1.85K +9 +0.1%
BCP
663
Blue Chip Partners
Michigan
$2.69M -$19.4K -94 -0.7%
BSW
664
Buckingham Strategic Wealth
Missouri
$2.69M +$68.6K +333 +3%
CMA
665
Cedar Mountain Advisors
Oregon
$2.68M -$29.7K -144 -1%
SLI
666
Sumitomo Life Insurance
Japan
$2.65M -$115K -560 -4%
WPP
667
Whalerock Point Partners
Rhode Island
$2.63M
CI
668
CX Institutional
Indiana
$2.61M +$35.6K +173 +1%
CI
669
Cigna Investments
Connecticut
$2.61M -$54.6K -265 -2%
HAG
670
HighPoint Advisor Group
Illinois
$2.61M +$1.59M +7,725 +145%
EF
671
Exeter Financial
Arizona
$2.61M +$8.03K +39 +0.3%
RCA
672
Resonant Capital Advisors
Wisconsin
$2.6M +$251K +1,218 +10%
ECM
673
Everence Capital Management
Indiana
$2.6M
HFM
674
Hartford Financial Management
Connecticut
$2.59M -$2.88K -14 -0.1%
CI Investments Inc
675
CI Investments Inc
Ontario, Canada
$2.58M -$24.8M -120,596 -90%

ADP Hedge Fund Activity: Q3 2021 in Review

1,749 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Automatic Data Processing (ADP) for Q3 2021, worth a combined $66.9B — down 0.07% from $66.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new ADP positions and 74 closed out — a net gain of 17 holders — while 624 added to existing stakes and 653 trimmed.

The largest buyer was UBS AM, adding an estimated $205M. The largest seller was Wellington Management Group, cutting an estimated $717M.

  • 1,749 institutional investors held Automatic Data Processing (ADP) as of Q3 2021, down from 1,751 in Q2 2021.
  • Funds reported $66.9B of Automatic Data Processing stock for Q3 2021, down 0.07% quarter-over-quarter.
  • 91 funds opened new Automatic Data Processing positions in Q3 2021 and 74 closed out, a net change of +17 holders.
  • The largest Automatic Data Processing buyer in Q3 2021 was UBS AM, an estimated $205M added.
  • The largest Automatic Data Processing seller in Q3 2021 was Wellington Management Group, an estimated $717M sold.

Based on aggregated 13F filings for Q3 2021.